Follow the steps below to add a new appointment for an existing or new patient.
Select Appointments > Scheduler.
You can create an appointment multiple ways:
Option 1: Click the Schedule Appointment button.
Option 2: Right-click on the appointment slot where you would like to add an appointment. Next, select New Appointment.
Option 3: Double-click on the appointment slot where you would like to add an appointment.
Under the Appointment tab, complete the following steps
Add a Patient to the appointment.
Use the icon to locate an existing patient.
Or use the icon to create a new patient record for this appointment.
Verify the appointment date, time and length.
To allow other appointments to be scheduled at the same time as this appointment, place a check in the Allow appointment to overbook with another appointment box.
Use the Appt Status drop-down menu to select the status for this appointment.
Use the Appt Type drop-down menu to select the type for this appointment.
Use the Resource drop-down menu to select the resource this appointment should be assigned to.
Use the Facility drop-down menu to select the facility for this appointment.
Use the Office Location drop-down menu to select the office location for this appointment.
Optional: Populate the patient's reason for the appointment in the Chief Complaint field.
Optional: Check the Repeat appointment every checkbox to schedule this appointment as a repeating appointment.
Set the Intervals the appointment should be scheduled by number or days or weeks.
Set when the appointment should stop repeating based on a date or after a set amount of appointments.
Optional: Type any other notes in the Comment field.
Under the Patient tab, verify or add the patient’s information.
Under the Payment tab, post any applicable patient payments.